Preferred vendors for RIA?:
CRM
Fintech
Performance reporting
Compliance
Payroll/Benefits
Others I'm missing?

Any helpful templates or resources for someone going indyRIA?

Thanks!

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Posting as :
works at
You are currently posting as works at

Wealthbox
Don’t know exactly what you mean - TD is awesome with iRebal and as a custodian
Blueleaf
RIA Registrar
Gusto
FA Beancounters for accounting, MoneyguidePro for financial planning, Ycharts for research, PreciseFP for client profiles, and Riskalyze for risk analysis

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Not sure.......
Custodian - TD
CRM - Redtail
FP - Right Capital
Compliance - RIA in a box
Performance - Morningstar???? Not sure

Depends on your size and where you want to end up. If you're small and want to stay there (under 500mln) then the above choices aren't bad. If you are over 500 or want to be think of an integrated solution like Tamarac Advisor Xi. Know that once you're set up it's a pain to move to a new one so do your research. (Or plug in w a platform provider like APA)

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